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Field Pro Home

  • Updated on Jun 10, 2026
  • Published on Apr 29, 2026
  • 5 minute(s) read
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Pro Product

Field Pro

Field Pro is the AI field intelligence platform that helps every technician and sales representative improve performance in the field — with pre-job briefs, call recordings, guided diagnostics, and powerful manager insights.

Field Pro features

Product overview

See Field Pro in action

Watch how Field Pro equips technicians with AI diagnostics, call recordings, pre-job briefs, and manager insights — all inside ServiceTitan.

Setup

Field Pro is available in Standard and Advanced, built to support both technicians in the field and employees in the office. Standard gives technicians Atlas-powered diagnostics and equipment lookups; Advanced adds call recording, scorecards, insights, and Re-Engage.

Setup checklist

Enable required permissions

Contact your account administrator to enable Field Pro Standard and Advanced permissions for technicians and employees. See the Quick Start Guide below for the full permission list.

Enable Atlas in Field Pro for technicians

Go to Settings → People → Technicians and turn on the Enable Field Pro – Standard toggle for each technician.

Manage Field Pro settings for technicians

Review technician details, manage Field Pro access, and configure recording permissions from Field Pro settings.

Required access

Field Pro Standard or Advanced subscription. Contact your CSM or PAM to confirm which tier is active on your account.

Once setup is complete

Technicians can access Atlas diagnostics, equipment docs, and pre-job briefs in mobile. Managers gain dashboards, scorecards, and weekly insights to coach and drive revenue.

Not yet a customer?

Request a demo on the Pro Products page, or reach out to your Customer Success Manager or Pro Account Manager.

Quick Start Guide — Field Pro

Required permissions

Field Pro Standard — technicians:

  • Enable Atlas in Mobile for Technician

Field Pro Advanced — technicians:

  • View Field Pro
  • Enable job briefs

Field Pro Advanced — employees:

  • View Field Pro
  • View Field Pro Settings
  • Edit Field Pro Settings
  • View Insights

Enable Atlas in Field Pro (Standard)

Step 1: Go to the top toolbar and click Settings.

Step 2: In the side panel, go to People > Technicians.

Step 3: Click Edit next to the technician you want to enable Atlas in Field Pro for.

Step 4: In the Pro Products section, turn on the Enable Field Pro – Standard toggle.

Step 5: Click Save Changes.

Key workflows

Choose your tier to see relevant workflows and documentation.

Troubleshooting & FAQ

Quick solutions to common issues and answers to frequently asked questions.

Frequently Asked Questions

Check out the top frequently asked questions for Field Pro.

How does Field Pro help technicians diagnose problems and deliver a great customer experience?

Field Pro equips technicians with Atlas in Field Pro, giving them instant access to equipment specifications through nameplate scans, manuals, wiring diagrams, and guided diagnostics. This saves time and reduces the need for outside support. Technicians also receive pre-job briefs with customer history and sales plans, helping them stay prepared and follow a consistent process from greeting to closing, creating a professional, impressive experience for every customer.

How long does it take for a recording to upload?

On the Field Pro mobile app, recordings upload almost immediately. For managers viewing them from the office, recordings are typically visible within 15–30 minutes. This timing can vary based on device capabilities and network speed.

Does Field Pro capture different languages?

Yes. The recordings can capture and process all major languages, including English, Spanish, and French. To enable this on the Field Pro app, go to Settings and turn on the Multi-language mode toggle.

Note:Bookmarks are supported only in English.

Can I make a phone call while I'm recording?

Field Pro will automatically pause recording if you take or make a phone call. The recording will automatically start again when you are done with your call.

My recordings from today haven't been uploaded. What should I do?

Most recordings are transcribed and analyzed on mobile within minutes and are visible on the web within 30 minutes. There are a few steps that you need to follow:

Step 1: Exit and re-open the Field Pro app on a reliable Wi-Fi connection.

Step 2: You may use other apps but do not hard exit out of Field Pro. This allows Field Pro to process and upload the recording in the background.

Step 3: If the Field Pro app is running in the background, the upload happens automatically.

Ready to boost field performance?

Increase technician performance, improve coaching, and boost revenue with Field Pro. Reach out to your Customer Success Manager or Pro Account Manager to get started.

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